Edelweiss Tokio Life – Wealth Ultima

A new age ULIP designed for accumulating your wealth

A ULIP having an option to pay systematically through Systematic Monthly Plan, growing your wealth by capitalizing on multiple choices of Systematic Transfer Plan and utilizing your wealth by opting for Systematic Withdrawal Plan.

Edelweiss Tokio Life – Triple Advantage Plan

An endowment plan for retirement funding

Edelweiss Tokio Life – Cash Income

A plan that first gives you regular, increasing and tax free income for 20 years

A plan where you pay premium for 20 years and get protection till age 100. It provides monthly money-back from 21st policy year till 40th policy year and a lump-sum benefit at the end of 40th policy year

Edelweiss Tokio Life – Easy Pension

A participating plan to fulfill your retirement needs.

A unit-linked, retirement solution which offers you an option to get part of your fund value as a lump sum amount at your chosen retirement age and rest of the fund value as an annuity for regular income post retirement.

Funds of the Policy can be transferred in exception cases. Owner of the Policy can submit transfer of fund request at any of our branches detailing the reason for transfer of fund. We will evaluate the reason of such request and decide on transfer of the funds

For the change of nominee, you need to submit a duly signed application along with ID proof of the nominee, in any of our branches or to your agent. A nomination form is also available to facilitate the same.

Nominee is the person selected by the policyholder to receive the benefit in case of death of the Life Assured . He/she is capable of giving a valid discharge to the insurer on settlement of claim under a life insurance policy. In case the nominee is less than 18 years of age, he/she is considered as a minor who is legally incompetent to enter into a contract and therefore, ineligible to receive claims directly. In such a case, the policyholder is required to provide an Appointee to complete the legal formalities.

An appointee is required when nomination is in favour of a minor. A minor cannot give a valid discharge to an insurance company, hence we require the details of an appointee (who is a major) to receive the proceeds of the policy in lieu of the minor. You can nominate only one person as an appointee and the appointee should be in your immediate blood relation or your spouse.

A nominee is the person who receives the proceeds of an insurance policy in the event of death of the life assured. Currently, at the time of issuance of online policy, you can nominate only one person and the nominee should be in your immediate blood relation, for instance your father, mother, brother, sister, children or your spouse. However, you can visit the branch with a written request for nominating multiple nominees after receipt of the policy documents.

The amount of insurance cover a person is eligible for, is a function of his/her present earning capacity. Your annual income determines the maximum amount of insurance that we can provide you. You can be assured that the information submitted by you will be treated as confidential and will be used by us only to assess the insurance cover requested by the life assured in the proposal form.

We require details about your medical condition, the diagnosis and treatment records from the hospital and the medication administered to you during the same period. If you are currently under medication kindly mention the same. Please upload the records of your treatment and diagnosis with your other documents.

Medical tests are part of risk assessment of an individual. Therefore such requirements are raised by the company depending on the age, sum assured and health factors of an individual in consideration.

Please mention the name in the same manner in which you want your name on the policy document. The company would prefer that you exercise your discretion in this matter. In this case, you may submit a written declaration stating your maiden name and your name after the marriage, along with the documents which contain your maiden name.

For the change in address, we will need an application duly signed or an email from your registered email id and an address proof in the name of the policyholder. For the change in contact details, you can mail us on care@edeweisstokio.in from your registered email id or call us on our toll free number. We will register your new contact details after proper verification.

Proposer is the one who proposes the policy and is thus the owner of the policy. Life Assured is the one whose life is insured and is not necessarily the Proposer. The Proposer and Life Assured can be one and the same person or two different persons.

Nominee is the person selected by the policyholder to receive the benefit in case of death of the life insured thus giving a valid discharge to the insurer on settlement of claim under a life insurance policy. In case of death of the Life Assured, the benefits mentioned in the policy is given to the Life Assured's nominee thereby protecting the family against any financial loss. In case of death of the Life Assured, the benefits mentioned in the policy are given to the Life Assured's nominee which is usually an immediate family member, thereby protecting the family against any financial loss. This is known as the Death Benefit.

Policy term is the number of years for which Life Assured's life is covered by insurance. Premium Payment term is the number of years for which policyholder wishes to pay premium to the company. There are a lot of options available to the customers depending on the type of plan they select, like Single PPT, Limited PPT and Regular PPT.

After giving your personal details, your information is saved automatically. A temporary application ID will be generated and sent to you on your email ID. Within 30 days of saving the form, you can fill in the remaining details and complete the application process.

There are three simple ways to share your documents with us. 1. WhatsApp – Click a photo of your documents and send it through WhatsApp to 7666194400 2. Scan and Mail - Scan your documents and mail it to us at WebOps@edelweisstokio.in . 3. Click and Mail – Click a picture of your documents from your mobile and mail it to us at WebOps@edelweisstokio.in

The application form gets automatically saved every time you click on the "Next" button. There is also a manual option to save the form so that you need not fill the details all over again. A temporary application ID will be generated and sent to you on your email ID. Within 30 days of saving the form, you can fill in the remaining details and complete the application process.

The medical check-up will be arranged by the company after the receipt of the documents and premium payment. The Third Party Administrator will call you and fix an appointment for the earliest possible date. Medical check-up is an essential part of the application process and can be done anywhere in India as per your convenience. It can also be done at your residence or office.

Provision for personal assistance is available only if you request operator assistance. You can click on the "Request Operator Assistance" button and leave your number to get a call from us. Once you purchase a policy, an exclusive DSE (Dedicated Support Executive) will be assigned as soon as your application is filled successfully. You will receive an email stating the details of the DSE who can be directly contacted for any guidance and further assistance.

You will need to write an email to care@edelweisstokio.in with the transaction ID and date of payment. Please mention your full name and email ID (which you have used in the online application form). Post verification of your payment, we will proceed with processing your application form and notify you regarding any further action required from your end.

In case your payment transaction fails, you will be returned to the payment screen where you can choose a different payment instrument to make the premium payment. You don't need to fill the application form again.

ECS is Electronic Clearing Services where the customer premium amount is automatically deducted from the customer's bank account on the particular due date or draw date provided by the customer. The customer need not remember the due date everytime as ECS is automatically deducted, thereby reducing the chances of lapse of policy. To apply for ECS facility, the policyholder needs to provide the ECS mandate form and a cancelled cheque to the company along with advance premium.

Note: ECS has been replaced by NACH(National Automated Clearing House). Existing ECS mandates will now be moved to the NACH platform, in partnership with the participating banks. However, no intervention from investors will be necessary in this regard.

Edelweiss Tokio Life Insurance Company Limited. All Rights Reserved. Registered with Insurance Regulatory & Development Authority of India (IRDAI) as Life Insurance Company. Registration No. 147. CIN: U66010MH2009PLC197336. Tax benefits are as per the Income Tax Act, 1961, and are subject to amendments made thereto from time to time. Flower & Edelweiss (as displayed above) are trademarks of Edelweiss Financial Services Limited; "Tokio" is Trademark of Tokio Marine Holdings Inc. and used by Edelweiss Tokio Life Insurance Co. Ltd. under license. Edelweiss Tokio Life Insurance Company Limited. Registered Office: Edelweiss House, Off. CST Road, Kalina, Mumbai – 400 098. Tel: + 91 22 40886015. Fax No.: +91 22 4342 8161. This is a Private website owned by the Company. Unauthorized scanning of vulnerabilities and exploitation of the same is strictly prohibited. If you have been found to do so, Company may bring Civil and/or Criminal action and/or legal proceedings against you which shall be entirely at your costs and consequences. EDELWEISS TOKIO LIFE INSURANCE COMPANY LIMITED. ALL RIGHTS RESERVED.